Wells Fargo

Senior Brokerage Relationship Manager

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Saint Louis • Montana • North Carolina • United States

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Job Level

Senior

About the role

  • Manage brokerage relationships and participate in moderately complex initiatives regarding servicing, support and growth.
  • Identify opportunities for process improvements.
  • Maintain and analyze moderately complex business, operational, or technical assignments that involve research, evaluation, and service.
  • Build and maintain relationships and meet regularly with leaders to communicate trends and workable solutions.
  • Provide recommendations to moderately complex issues and determine operational needs and manage relationships.
  • Communicate trends and recommend solutions.
  • Manage, support and resolve issues to ensure retention, growth and satisfaction.
  • Provide analysis and negotiation of moderately complex contracts or issues.
  • Manage projects, troubleshoots issues and follow up on operational, technical or transition issues.
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.

Requirements

  • 4+ years of business relationship management, operations, or financial services experience
  • Experience working with brokerage operations, correspondent clearing, or financial services data
  • Familiarity using BETA screens
  • Strong understanding of operations terminology, back-office processing, books & records, trade lifecycle, and reporting
  • Experience retrieving, validating, and delivering structured datasets
  • Familiarity with First Clearing or similar correspondent models
  • Ability to interpret complex issues and communicate them clearly to both technical and non-technical stakeholders
  • Strong analytical skills with the ability to spot trends and propose workable solutions
  • Excellent communication and relationship-management abilities
  • Experience collaborating across matrixed teams in a fast-paced environment.
Benefits
  • Equal opportunity employer
  • Medical accommodation upon request for applicants with disabilities
  • Drug free workplace
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
business relationship managementoperationsfinancial servicesbrokerage operationscorrespondent clearingdata analysiscontract negotiationproject managementdata validationback-office processing
Soft Skills
analytical skillscommunicationrelationship managementproblem-solvingcollaborationtrend analysisstakeholder communicationnegotiationadaptabilityteamwork